Entry-Level Financial Advisor: Training & Advancement

Woods District - Northwestern Mutual; Austin (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Woods District Northwestern Mutual in Austin invites you to join as a Financial Representative. You will help individuals and businesses achieve financial goals through tailored insurance solutions and planning. Build long-term client relationships, understand unique needs, and provide personalized financial strategies.

You will collaborate with a planning team, leverage marketing resources, and grow through mentorship while contributing to community initiatives and professional development.

Qualifications

• Bachelor's degree preferred.
• Series 6, Series 63 and state insurance licenses required or sponsorship available.
• Training and sponsorship available to obtain licenses.

Responsibilities

• Engage with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor client plans and provide regular updates; adjust strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree

Tools

Series 6

Series 63

State insurance licenses

Job description

Woods District Northwestern Mutual in Austin invites you to join as a Financial Representative. You will help individuals and businesses achieve financial goals through tailored insurance solutions and planning. Build long-term client relationships, understand unique needs, and provide personalized financial strategies.

You will collaborate with a planning team, leverage marketing resources, and grow through mentorship while contributing to community initiatives and professional development.